Wealth Enhancement Advisory Services
XAR icon

Wealth Enhancement Advisory Services’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XAR Stock Details XAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.65M Buy
17,117
+2,312
+16% +$625K 0.01% 1056
2026
Q1 		$3.84M Buy
14,805
+1,857
+14% +$509K 0.01% 1029
2025
Q4 		$3.45M Buy
12,948
+777
+6% +$185K ﹤0.01% 1208
2025
Q3 		$2.99M Sell
12,171
-19,126
-61% -$4.17M ﹤0.01% 1216
2025
Q2 		$6.54M Buy
31,297
+21,248
+211% +$3.85M 0.01% 791
2025
Q1 		$1.61M Sell
10,049
-134
-1% -$22.5K ﹤0.01% 1361
2024
Q4 		$1.69M Buy
10,183
+578
+6% +$95.4K ﹤0.01% 1262
2024
Q3 		$1.51M Buy
9,605
+51
+0.5% +$7.59K ﹤0.01% 1191
2024
Q2 		$1.34M Buy
9,554
+25
+0.3% +$3.49K ﹤0.01% 1155
2024
Q1 		$1.34M Buy
9,529
+238
+3% +$31.9K ﹤0.01% 1108
2023
Q4 		$1.26M Buy
9,291
+2,769
+42% +$341K ﹤0.01% 1073
2023
Q3 		$731K Buy
+6,522
New +$781K ﹤0.01% 1231

Other funds holding XAR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's XAR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 16% in Q2 2026, buying an estimated $625K and bringing the position to 17,117 shares worth $4.65M. The position accounts for 0.01% of the portfolio, ranked #1056.

Wealth Enhancement Advisory Services first reported a position in XAR in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.54M in Q2 2025. 95 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,117 shares of State Street SPDR S&P Aerospace & Defense ETF worth $4.65M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,312 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $625K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1056 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR S&P Aerospace & Defense ETF position peaked at $6.54M in Q2 2025.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.